admin, Author at Breakfront Software

2nd Set of Aug Updates

The 2nd set of August EQ updates include revamped PO Reference Numbers, with additional suffix, an editable “taxable” flag on catalog items, and a text change on email footers.

Aug 2023 EQ Feature Update

New August updates include Sidekick Search improvements/fixes, three new Proposals/Contracts,

4M Training FREE to EQ Users!

4M Sales Training is now available as an online webinar course, AND it’s FREE to EQ Users! Click the link to get access to this most valuable training in the industry.

My Browser Stopped Filling in my Password and I Forgot it

If your browser fills in your password for EQ for you, and suddenly stops for whatever reason, here’s how you can find out what your saved passwords are.

May 2023 EQ Feature Updates

New features and fixes in the May release include new columns that show “Rejected Quote Reasons/Comments”, “Supplier & Installer Types” and other miscellaneous features and fixes.

How to Apply Manufacturer Promotions in Catalogs

Most manufacturer promotions can be built into the EQ catalog. Follow these steps to use the promotions to take advantage of price discounts when quoting/selling.

April New Features / Fixes

These are the new features and fixes for April. They include fixes to UDC Catalog editor, installation on line items, proposals and contracts, and more.

March New Features / Fixes

A large update was released in March, including new features like Color Proposals / Contracts, Automated SPA Numbers, Tasks Fixes and much more.

February New Features / Fixes

The February update includes printing multiple POs, Proposal / Report changes and other new features / fixes.

All About EQ Reports

There are multiple places in EQ to get reports, depending on what you’re looking for. This reviews all of them in detail.

January 2023 EQ Updates

EQ has been updated with major improvements in the Catalog Switcher, as well as the Specbooks import, Bulk Actions and other areas.

This post explains how to use the Catalog Switcher, and what it does. This helps you change products from one catalog to another one, dealing with the differences in product codes, selections and modifications.

December 2022 EQ Updates

The December EQ Update includes new changes to PO Reference numbers, new report changes, and various other improvements.

Creating Suppliers

This video shows how to create Suppliers, Supplier Contacts and Supplier Account Numbers in EQ.

Second September Updates

Multi-Factor Authentication (MFA) has been added to EQ, a “Customer” section to Pick Tickets, and various other improvements.

EQ Updates Sept 2022

EQ has been updated with 2 new line item contracts and Specbooks import.

EQ Updates May 2022

2 new features were added in this update. Fuel Surcharges are now part of EQ to charge and show your customers. Descriptions and Notes fields are now expandable so you can see the entire thing to edit. Also a few bug fixes are included.

Implementation Tools

This video shows you how to use the implementation documents throughout your go-live process.

EQ Adds Backorder Functionality to Purchase Orders

We’ve added the ability to track backordered items to EQ Purchase Orders. If an item gets backordered you can now mark it “Backordered” and it will show as such on Pick Tickets.

MORE EQ Updates March 2022

The 2nd Set of Updates in March 2022 include new Proposal / Contract updates to make them look more modern. These are the first of many updates that will be made to Proposals & Contracts. Also included is a major performance update when bulk deleting Selections.

EQ Updates March 2022

March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.

Performance Fixes Feb 2022

We’ve made 2 significant performance improvements in EQ. First is when a Quote or Sales Order builds up a LOT of history, it would slow down the Order so things take longer. The second is when creating PO’s and you have a lot of items or use a PO rule to separate items out. This would sometimes be slow or lock up the order. These 2 issues have been fixed and performance is drastically better.